Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q4
Sell
-831
Closed -$30K 1056
2017
Q3
$30K Sell
831
-198
-19% -$7.15K ﹤0.01% 990
2017
Q2
$33K Buy
1,029
+21
+2% +$673 ﹤0.01% 1015
2017
Q1
$33K Sell
1,008
-167
-14% -$5.47K ﹤0.01% 965
2016
Q4
$37K Hold
1,175
﹤0.01% 920
2016
Q3
$36K Buy
1,175
+415
+55% +$12.7K ﹤0.01% 887
2016
Q2
$19K Hold
760
﹤0.01% 876
2016
Q1
$18K Sell
760
-1,222
-62% -$28.9K ﹤0.01% 803
2015
Q4
$46K Buy
1,982
+998
+101% +$23.2K ﹤0.01% 379
2015
Q3
$28K Sell
984
-385
-28% -$11K ﹤0.01% 441
2015
Q2
$50K Buy
1,369
+784
+134% +$28.6K ﹤0.01% 409
2015
Q1
$23K Sell
585
-1,036
-64% -$40.7K ﹤0.01% 425
2014
Q4
$65K Buy
1,621
+1,104
+214% +$44.3K ﹤0.01% 352
2014
Q3
$26K Sell
517
-139
-21% -$6.99K ﹤0.01% 403
2014
Q2
$38K Hold
656
﹤0.01% 373
2014
Q1
$38K Sell
656
-238
-27% -$13.8K ﹤0.01% 356
2013
Q4
$52K Hold
894
﹤0.01% 345
2013
Q3
$50K Sell
894
-78
-8% -$4.36K 0.01% 332
2013
Q2
$47K Buy
+972
New +$47K 0.01% 310